Energy Commentary

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COMMENTARY: Selected US States Offer Enormous Advantages for AI Data Centers – Yogi Schulz

By Yogi Schulz The characteristics of some US states offer significant advantages over others in the competitive race to attract AI data centers. Contact your member of Congress to express your support for realizing this economic development opportunity for your state. Ohio and Pennsylvania are the states with the most advantages in this analysis. How …

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COMMENTARY: How Fossil Fuels Make Earth More Livable Than It’s Ever Been – Alex Epstein

A summary of Fossil Future Chapter 4, part 1 of 3 By Alex Epstein This is the fourth of the “Alex Notes” on my book Fossil Future—like Cliff’s Notes, but actually written by the author. (See #1, #2, and #3). Myth: Fossil fuels have made the planet less livable. Truth: Fossil fuels have made the planet incomparably more livable, …

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COMMENTARY: How Our “Knowledge System” Catastrophizes The Side-Effects of Fossil Fuels – Alex Epstein

A summary of Fossil Future, Chapter 2 By Alex Epstein This is the second of 11 “Alex Notes” on my book Fossil Future—like Cliff’s Notes, but actually written by the author. (Read the first one here.) Get Fossil Future (Also, for those who preordered Fossil Future or who are premium subscribers to this newsletter, I’m doing …

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COMMENTARY: The Oil Market’s 2026 Tsunami Will Be Costly to Finance

By Javier Blas The oil market is heading for an immense surplus in early 2026. How large? “Cartoonish,” reckons Macquarie Group Ltd., a bank with a huge commodities business. What’s the solution? Stockpile millions of barrels of crude into tanks. It’s a tried-and-tested response, but this time there’s a catch: interest rates are much higher …

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COMMENTARY: How Our “Knowledge System” Ignores the Benefits of Fossil Fuels – Alex Epstein

By Alex Epstein A summary of Fossil Future, Chapter 1 This is the first of 11 “Alex Notes” on my book Fossil Future—like Cliff’s Notes, but actually written by the author. Enjoy! Get Fossil Future (Some of you will remember that I started creating “Alex notes” as part of the Fossil Future book launch, but never …

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Canadian Energy Industry CEOs and Leaders Send Another Open Letter to Prime Minister Mark Carney – Urging “Build Canada Now”

September 15, 2025 The Rt. Hon. Mark Carney, PC, MP Dear Prime Minister of Canada Six months have passed since the first “Build Canada Now” letter was sent to you and the leaders of Canada’s other political parties outlining an action plan to unlock Canada’s world class oil and natural gas resources to strengthen Canada’s …

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COMMENTARY: Charting the Projected US Power Capacity Mix Through 2035 – Maguire

By Gavin Maguire LITTLETON, Colorado, Aug 21 (Reuters) – U.S. power generation capacity is evolving at the fastest pace in decades, as utilities scramble to ensure that supplies keep up with rapidly growing electricity demand from data centers, AI applications, businesses, homes and electric vehicles. To help frame expectations on what power sources will likely …

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OPEC+ Gets Lucky as it Brings Back Oil Output Amid Uncertainty

Clyde Russell (Reuters) – A couple of months ago it would have been a brave call to say that OPEC+ would be able to bring back 2.5 million barrels per day of crude production and still keep oil prices anchored around $70 a barrel. But this is exactly what has occurred, with the eight members …

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COMMENTARY: Markets Call Trump’s Bluff on Russian Oil Sanctions in Increasingly Risky Game – Bousso

By Ron Bousso Oil markets discount risk of Trump hitting Russia with secondary sanctions Russia produces nearly 10% of global oil, is the third largest exporter Secondary sanctions could lead to severe energy price shock, inflation LONDON, July 15 – U.S. President Donald Trump’s threat to choke off Russia’s oil revenue via secondary sanctions would …

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COMMENTARY: Where the Fight Against Energy Subsidies Stands – Alex Epstein

The final “Big Beautiful Bill” failed to truly terminate solar/wind subsidies. But there is still the opportunity to do so, along with making other crucial changes to electricity policy. By Alex Epstein In my last post I summarized the terrible last-second change the Senate made regarding the IRA subsidies: “The Senate bill looks like it has …

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